Highland Beach, FL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

Highland Beach FL

Advisors at this office

2

Advisors at this office

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Elyse J

Series 63, Series 65, Series 66

Highland Beach, FL

Cetera

Elyse Jurman is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2014 and currently owns EJ Designs LLC, which focuses on interior decorating. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John V

CFP®, Series 63

Highland Beach, FL

Cetera

John Vento is a CFP® with 28 years of industry experience, currently serving as a senior partner and president at Vento Tax and Wealth Management, LLC and as an advisor with Cetera. His career includes longstanding roles at Avantax entities and his own firms, including John J. Vento CFP LLC. He is also the author of the book *Financial Independence: Getting to Point X Position*, published in 2018. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform combining discretionary and non-discretionary management, financial planning, and access to third-party managers, managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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